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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
MCM
5701
Magnolia Capital Management
Cold Spring,
New York
| $101M | +$4.16M | +4% | 5.76% | 85.9% | 46 | 0% | 1.1 |
|
| 5702 |
MPPLM
5702
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| $101M | -$61M | -38% | 6.03% | 130% | 125 | 46.4% | 2.3 |
|
| 5703 |
TC
5703
Tsai Capital
New York
| $101M | +$1.44M | +1% | 5.57% | 29.2% | 21 | 33.33% | 0.2 |
|
| 5704 |
GAA
5704
Green Alpha Advisors
Niwot,
Colorado
| $101M | +$18.4M | +22% | 6.53% | 316% | 113 | 12.39% | 0.2 |
|
| 5705 |
CI
5705
Centerstone Investors
New York
| $101M | -$2.8M | -3% | 11.2% | 73.7% | 23 | 17.39% | 1.9 |
|
| 5706 |
GWM
5706
Greenhouse Wealth Management
Westport,
Connecticut
| $101M | -$516K | -0.5% | 6.14% | 78.8% | 133 | 60.9% | 0.3 |
|
| 5707 |
AL
5707
ADE LLC
Baltimore,
Maryland
| $101M | -$23.3M | -19% | 3.69% | 52.2% | 333 | 33.03% | 0.2 |
|
| 5708 |
BCM
5708
Beaumont Capital Management
Boston,
Massachusetts
| $101M | +$659K | +0.7% | 6.75% | 45.4% | 42 | 54.76% | 0.2 |
|
| 5709 |
AWG
5709
Altus Wealth Group
Colorado Springs,
Colorado
| $101M | -$3.98M | -4% | 5.54% | 68.6% | 864 | 81.71% | 0.2 |
|
| 5710 |
SSCA
5710
South Shore Capital Advisors
Cohasset,
Massachusetts
| $101M | -$514K | -0.5% | 2.13% | – | 142 | 30.28% | 0.2 |
|
| 5711 |
SCM
5711
Springhouse Capital Management
Westport,
Connecticut
| $100M | -$3.34M | -3% | 10.9% | 52% | 26 | 46.15% | 1.3 |
|
| 5712 |
CCM
5712
Crew Capital Management
Cincinnati,
Ohio
| $100M | – | – | 4.95% | 104% | 97 | – | 0 |
|
| 5713 |
FRGX
5713
First Reserve GP XIII
Stamford,
Connecticut
| $99.8M | +$16.6M | +20% | 19.9% | 5.56% | 1 | 0% | 3.3 |
|
| 5714 |
CCM
5714
Coe Capital Management
Highland Park,
Illinois
| $99.6M | +$8.12M | +9% | 10% | 84.4% | 118 | 33.05% | 2.3 |
|
| 5715 |
GAM
5715
GVO Asset Management
Zug,
Switzerland
| $99.3M | -$42.2M | -30% | 9.05% | 71.2% | 69 | 81.16% | 0.1 |
|
| 5716 |
SL
5716
Savior LLC
Wellesley Hills,
Massachusetts
| $99.2M | -$25.4M | -20% | 5.23% | 82.8% | 910 | 7.25% | 1.1 |
|
| 5717 |
CPI
5717
Crestview Partners II
New York
| $99.2M | +$5.77M | +6% | 36.2% | 157% | 2 | 0% | 4 |
|
| 5718 |
RIA
5718
Regal Investment Advisors
Kentwood,
Michigan
| $98.7M | -$786M | -89% | 4.18% | 64.7% | 468 | 94.02% | 6.9 |
|
| 5719 |
RA
5719
Raffles Associates
New York
| $98.3M | +$12.1M | +14% | 15.7% | 50% | 46 | 36.96% | 2 |
|
| 5720 |
ARS
5720
Adirondack Retirement Specialists
Queensbury,
New York
| $97.6M | -$16.2M | -14% | 2.29% | 13.1% | 23 | 39.13% | 0.2 |
|
| 5721 |
BCM
5721
Breiter Capital Management
Bradenton,
Florida
| $97.3M | -$46.6M | -32% | 8.45% | 109% | 132 | 63.64% | 1.8 |
|
| 5722 |
SPAS
5722
Spectrum Planning & Advisory Services
San Diego,
California
| $97.3M | +$4.3M | +5% | 1.89% | – | 54 | 37.04% | 0.2 |
|
| 5723 |
CMANY
5723
Capital Management Associates (New York)
New York
| $97.2M | +$5.59M | +6% | 7.85% | 205% | 78 | 16.67% | 2 |
|
| 5724 |
LAM
5724
L2 Asset Management
Wayland,
Massachusetts
| $97M | -$48.5M | -33% | 14.1% | 128% | 92 | 25% | 0.7 |
|
| 5725 |
VIA
5725
Vantis Investment Advisers
Miami,
Florida
| $97M | -$37.4M | -28% | 3.72% | 39.6% | 32 | 68.75% | 0.3 |
|